<p><img src="https://imageproxy.pbkrs.com/https://ik.imagekit.io/invezz/uploads/2024/07/Mercadolibre.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://ik.imagekit.io/invezz/uploads/2024/07/Mercadolibre.jpg"/></p>
<p>在过去的十年中，MercadoLibre（MELI）的股价表现出色，使其成为华尔街表现最佳的公司之一。它从 2007 年的上市价格 18 美元飙升至今天的 2100 美元，这意味着对其进行 100 美元投资现在价值超过 11666 美元。同样金额投资在英伟达公司现在大约价值 5800 美元。</p>
<h2>强劲增长和护城河</h2>
<p>MercadoLibre 是许多美国人从未听说过的公司。成立于 1999 年的阿根廷，它已经发展成为一个巨大的电子商务和金融科技公司，每月为数百万人提供服务。</p>
<p>MELI 已将其业务扩展到拉丁美洲地区的其他国家，包括巴西、墨西哥、哥伦比亚、秘鲁和厄瓜多尔。它还通过增加更多解决方案和投资物流来扩大业务。</p>
<p>因此，其年收入从 2014 年的 6.51 亿美元增长到上一财年的 140 亿美元以上。分析师预计，其年收入将在今年达到 200 亿美元，随后在 2025 年达到 250 亿美元。</p>
<p>除了其电子商务解决方案，MercadoLibre 还在其他领域扩展了业务。例如，它运营 Mercado Pago，这是一个金融科技解决方案，让人们可以发送资金、借款和投资。Mercado 还推出了其收购部门，随着时间的推移，这一部分业务增长强劲。</p>
<p>最重要的是，该公司通过其 Mercado Envios 加大了对物流和交付服务的投资。这一业务确保其产品在拉丁美洲的任何地方都能交付。</p>
<h2>Mercado 仍在增长</h2>
<p>在大多数时期，公司在转年满 20 岁时会经历增长放缓。一个很好的例子是 PayPal，这是一个习惯于实现两位数增长的公司。如今，其增长已经放缓，难以实现 10% 的增长率。</p>
<p>其他大公司如 Block（前身为 Square）、Wayfair 和 TripAdvisor 也在努力维持其增长。</p>
<p>另一方面，MercadoLibre 仍在有机地保持强劲的两位数增长率。</p>
<p>在最近的财务业绩中，该公司表明其仍在增长。其独特买家数量从 2023 年同期的 4760 万增至第二季度的 5660 万以上。</p>
<p>此外，同日和次日发货数量从 2023 年第二季度的 1.111 亿增至 1.273 亿以上。</p>
<p>Mercado Pago 也继续保持强劲增长，金融科技月活跃用户数量从 3790 万增至 5200 万。</p>
<p>生态系统中锁定的资金金额从 35 亿美元增至 66 亿美元，受到巴西和阿根廷的帮助。</p>
<p>此外，收购业务持续增长，总处理量从 273 亿美元增至 337 亿美元。</p>
<p>MercadoLibre 的收入从之前的 38 亿美元增至 50.7 亿美元以上，净收入几乎翻了一番，达到 5.31 亿美元以上。</p>
<h2>分析师对 MELI 持乐观态度</h2>
<p>与此同时，分析师认为 MercadoLibre 在短期内将继续表现良好。平均估计是，其第三季度收入将从去年同期的 37 亿美元增至 52.7 亿美元，这是一个巨大的增长。</p>
<p>对于整个年度，分析师预计其收入将达到 201 亿美元，比 2023 年增长 40%。这一收入指标随后将在接下来的一年增长 24%。</p>
<p>值得注意的是，MercadoLibre 一直以超过分析师预期而闻名。例如，在最近的一个季度中，其每股收益高于预期的 1.95 美元。</p>
<p>分析师还预计股价将继续上涨，因为平均估计为 2280 美元，比当前水平高约 8.29%。</p>
<p>分析师指出，MercadoLibre 在拉丁美洲地区拥有强劲的市场份额，强大的物流投资使其成为难以超越的竞争对手，以及其庞大的互补业务生态系统。</p>
<p>然而，现实是 MercadoLibre 是一家高度高估的公司，其前瞻市盈率为 57，非通用会计多重倍数为 57。即使对于这些增长指标的公司来说，这些数字也是巨大的。例如，英伟达增长更快且利润率更高，其前瞻市盈率为 42。</p>
<h2>MercadoLibre 股票分析</h2>
<p><img src="https://imageproxy.pbkrs.com/https://ik.imagekit.io/invezz/uploads/2024/09/MercadoLibre-stock.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://ik.imagekit.io/invezz/uploads/2024/09/MercadoLibre-stock.png"/></p>
<p>MELI TradingView 图表</p>
<p>周线图显示，MELI 股价在过去几年中一直处于强劲的牛市中。最近突破了 2021 美元的重要阻力点，这是 1 月 21 日最高点和杯柄形态的上侧。</p>
<p>股价保持在 50 周和 100 周移动平均线之上。此外，相对强度指数（RSI）形成了一个上升通道，并且接近超买点。MACD 指标也继续上升。</p>
<p>因此，股价很可能会继续上涨，看涨者将目标锁定在 2250 美元的下一个关键点。</p>
<p>本文来源于 Invezz，原文链接：MercadoLibre stock has surged to a record high: still a buy?</p>

拉美商业服务

<p>拉美商业服务（MELI）的股价已经飙升至创纪录的高位，反映了过去十年来其强劲的表现。这家总部位于阿根廷的公司已经扩张到拉丁美洲各地，其年收入从 2014 年的 10 亿美元增长到最近的 100 亿美元以上。分析师预测公司将继续增长，预计今年收入将达到 71 亿美元。尽管其市场地位强劲且增长指标良好，但拉美商业服务的前瞻市盈率为 57，被认为是被高估的。分析师对该股票的潜力仍持乐观态度，估计其有进一步上涨的可能性</p>

<p><img src="https://imageproxy.pbkrs.com/https://ik.imagekit.io/invezz/uploads/2024/07/Mercadolibre.jpg" alt="" original-src="https://ik.imagekit.io/invezz/uploads/2024/07/Mercadolibre.jpg"/></p>
<p>MercadoLibre’s (MELI) stock price has performed well in the past decade, making it one of the best-performing companies on Wall Street. It has jumped from its listing price of $18 in 2007 to $2,100 today, meaning that a $100 investment in it would now be worth over $11,666. A similar amount invested in Nvidia would be worth about $5,800.</p>
<div class="lb-trans"><p>在过去的十年中，MercadoLibre（MELI）的股价表现出色，使其成为华尔街表现最佳的公司之一。它从 2007 年的上市价格 18 美元飙升至今天的 2100 美元，这意味着对其进行 100 美元投资现在价值超过 11666 美元。同样金额投资在英伟达公司现在大约价值 5800 美元。</p>
</div><h2>Strong growth and a moat</h2>
<div class="lb-trans"><h2>强劲增长和护城河</h2>
</div><p>MercadoLibre is a company that many people in the United States have never heard about. Established in Argentina in 1999, it has grown into a giant e-commerce and fintech company serving millions of people monthly.</p>
<div class="lb-trans"><p>MercadoLibre 是许多美国人从未听说过的公司。成立于 1999 年的阿根廷，它已经发展成为一个巨大的电子商务和金融科技公司，每月为数百万人提供服务。</p>
</div><p>MELI has grown its operations to other countries in the Latin American region, including Brazil, Mexico, Colombia, Peru, and Ecuador. It has also grown its business by adding more solutions and investing in logistics.</p>
<div class="lb-trans"><p>MELI 已将其业务扩展到拉丁美洲地区的其他国家，包括巴西、墨西哥、哥伦比亚、秘鲁和厄瓜多尔。它还通过增加更多解决方案和投资物流来扩大业务。</p>
</div><p>As a result, its annual revenue has grown from over $651 million in 2014 to over $14 billion in the last financial year. Analysts expect that its annual revenue will hit $20 billion this year followed by $25 billion in 2025.</p>
<div class="lb-trans"><p>因此，其年收入从 2014 年的 6.51 亿美元增长到上一财年的 140 亿美元以上。分析师预计，其年收入将在今年达到 200 亿美元，随后在 2025 年达到 250 亿美元。</p>
</div><p>In addition to its e-commerce solutions, MercadoLibre has expanded its business in other areas. For example, it runs Mercado Pago, a fintech solution that lets people send money, borrow, and invest. Mercado has also unveiled its acquisition segment that has seen strong growth over time.</p>
<div class="lb-trans"><p>除了其电子商务解决方案，MercadoLibre 还在其他领域扩展了业务。例如，它运营 Mercado Pago，这是一个金融科技解决方案，让人们可以发送资金、借款和投资。Mercado 还推出了其收购部门，随着时间的推移，这一部分业务增长强劲。</p>
</div><p>Most importantly, the company has boosted its logistics and delivery services investments through its Mercado Envios. This business ensures that it delivers its products anywhere in Latin America.</p>
<div class="lb-trans"><p>最重要的是，该公司通过其 Mercado Envios 加大了对物流和交付服务的投资。这一业务确保其产品在拉丁美洲的任何地方都能交付。</p>
</div><h2>Mercado is still growing</h2>
<div class="lb-trans"><h2>Mercado 仍在增长</h2>
</div><p>In most periods, companies experience slow growth when they turn 20 years. A good example of this is PayPal, a company that was used to generating double-digit growth. Today, its growth has slowed and is struggling to generate a 10% rate.</p>
<div class="lb-trans"><p>在大多数时期，公司在转年满 20 岁时会经历增长放缓。一个很好的例子是 PayPal，这是一个习惯于实现两位数增长的公司。如今，其增长已经放缓，难以实现 10% 的增长率。</p>
</div><p>Other large companies like Block, formerly known as Square, Wayfair, and TripAdvisor have struggled to continue their growth.</p>
<div class="lb-trans"><p>其他大公司如 Block（前身为 Square）、Wayfair 和 TripAdvisor 也在努力维持其增长。</p>
</div><p>MercadoLibre, on the other hand, is still pumping strong double-digit growth rates organically.</p>
<div class="lb-trans"><p>另一方面，MercadoLibre 仍在有机地保持强劲的两位数增长率。</p>
</div><p>In the most recent financial results, the company demonstrated that it was still growing. Its unique buyers rose to over 56.6 million in the second quarter from 47.6 million in the same period in 2023.</p>
<div class="lb-trans"><p>在最近的财务业绩中，该公司表明其仍在增长。其独特买家数量从 2023 年同期的 4760 万增至第二季度的 5660 万以上。</p>
</div><p>Additionally, the number of same and next-day shipments jumped to over 127.3 million from 111.1 million in the second quarter of 2023.</p>
<div class="lb-trans"><p>此外，同日和次日发货数量从 2023 年第二季度的 1.111 亿增至 1.273 亿以上。</p>
</div><p>Mercado Pago also continued seeing strong growth as the number of fintech monthly active users jumped from 37.9 million to 52 million.</p>
<div class="lb-trans"><p>Mercado Pago 也继续保持强劲增长，金融科技月活跃用户数量从 3790 万增至 5200 万。</p>
</div><p>The amount of money locked in the ecosystem jumped from $3.5 billion to $6.6 billion, helped by Brazil and Argentina.</p>
<div class="lb-trans"><p>生态系统中锁定的资金金额从 35 亿美元增至 66 亿美元，受到巴西和阿根廷的帮助。</p>
</div><p>Additionally, the acquiring business continued rising, with the total processed volume rising to $33.7 billion from $27.3 billion.</p>
<div class="lb-trans"><p>此外，收购业务持续增长，总处理量从 273 亿美元增至 337 亿美元。</p>
</div><p>MercadoLibre’s revenue rose to over $5.07 billion from the previous $3.8 billion, while its net income almost doubled to over $531 million.</p>
<div class="lb-trans"><p>MercadoLibre 的收入从之前的 38 亿美元增至 50.7 亿美元以上，净收入几乎翻了一番，达到 5.31 亿美元以上。</p>
</div><h2>Analysts are upbeat about MELI</h2>
<div class="lb-trans"><h2>分析师对 MELI 持乐观态度</h2>
</div><p>Meanwhile, analysts believe that MercadoLibre will continue doing well in the near term. The average estimate is that its revenue will rise to $5.27 billion in the third quarter, a big increase from the $3.7 billion it made in the same quarter last year.</p>
<div class="lb-trans"><p>与此同时，分析师认为 MercadoLibre 在短期内将继续表现良好。平均估计是，其第三季度收入将从去年同期的 37 亿美元增至 52.7 亿美元，这是一个巨大的增长。</p>
</div><p>For the year, analysts expect that its revenue will be $20.1 billion, a 40% increase from 2023. This revenue metric will then grow by 24% in the following year.</p>
<div class="lb-trans"><p>对于整个年度，分析师预计其收入将达到 201 亿美元，比 2023 年增长 40%。这一收入指标随后将在接下来的一年增长 24%。</p>
</div><p>Notably, MercadoLibre has a long track record of beating analyst estimates. For example, in the most recent quarter, its EPS was higher than expected by $1.95.</p>
<div class="lb-trans"><p>值得注意的是，MercadoLibre 一直以超过分析师预期而闻名。例如，在最近的一个季度中，其每股收益高于预期的 1.95 美元。</p>
</div><p>Analysts also expect the stock to continue rising since the average estimate is $2,280, which is about 8.29% above the current level.</p>
<div class="lb-trans"><p>分析师还预计股价将继续上涨，因为平均估计为 2280 美元，比当前水平高约 8.29%。</p>
</div><p>Analysts cite its strong market share in the Latin American region, strong investment in logistics, which makes it a tough competitor to beat, and its large ecosystem of businesses that complement each other.</p>
<div class="lb-trans"><p>分析师指出，MercadoLibre 在拉丁美洲地区拥有强劲的市场份额，强大的物流投资使其成为难以超越的竞争对手，以及其庞大的互补业务生态系统。</p>
</div><p>However, the reality is that MercadoLibre is a highly overvalued company that has a forward P/E ratio of 57 and a non-GAAP multiple of 57. These are huge numbers even for a company with these growth metrics. For example, Nvidia, which is growing faster and has a better margin, has a forward P/E ratio of 42.</p>
<div class="lb-trans"><p>然而，现实是 MercadoLibre 是一家高度高估的公司，其前瞻市盈率为 57，非通用会计多重倍数为 57。即使对于这些增长指标的公司来说，这些数字也是巨大的。例如，英伟达增长更快且利润率更高，其前瞻市盈率为 42。</p>
</div><h2>MercadoLibre stock analysis</h2>
<div class="lb-trans"><h2>MercadoLibre 股票分析</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://ik.imagekit.io/invezz/uploads/2024/09/MercadoLibre-stock.png" alt="" original-src="https://ik.imagekit.io/invezz/uploads/2024/09/MercadoLibre-stock.png"/></p>
<p>MELI chart by TradingView</p>
<div class="lb-trans"><p>MELI TradingView 图表</p>
</div><p>The weekly chart shows that the MELI share price has been in a strong bull run in the past few years. It recently crossed the important resistance point at $2,021, its highest swing on January 21st and the upper side of the cup and handle pattern.</p>
<div class="lb-trans"><p>周线图显示，MELI 股价在过去几年中一直处于强劲的牛市中。最近突破了 2021 美元的重要阻力点，这是 1 月 21 日最高点和杯柄形态的上侧。</p>
</div><p>The stock has remained above the 50-week and 100-week moving averages. Also, the Relative Strength Index (RSI) has formed an ascending channel and is nearing the overbought point. The MACD indicator has also continued rising.</p>
<div class="lb-trans"><p>股价保持在 50 周和 100 周移动平均线之上。此外，相对强度指数（RSI）形成了一个上升通道，并且接近超买点。MACD 指标也继续上升。</p>
</div><p>Therefore, the stock will likely continue rising as bulls target the next key point to watch being at $2,250.</p>
<div class="lb-trans"><p>因此，股价很可能会继续上涨，看涨者将目标锁定在 2250 美元的下一个关键点。</p>
</div><p>The post MercadoLibre stock has surged to a record high: still a buy? appeared first on Invezz</p>
<div class="lb-trans"><p>本文来源于 Invezz，原文链接：MercadoLibre stock has surged to a record high: still a buy?</p>
</div>

MercadoLibre 股票飙升至历史新高：现在仍然值得购买吗？